One Custodian, 2 IRA plans Traditional and Roth – How to?
L1: One Custodian, 2 IRA plans Traditional and Roth – How to?
1) If I have two IRA plans – one traditional and one Roth at the same custodian, calculate my SEPP on a combined balance, can I then take the distribution from only one of the plans, e.g. Roth only? 2) If the distribution is taken from both plans, how do you manage the the situation that while Traditional funds are taxable, Roth funds are not taxable? 3) As the account holder, will I be expected to contact the custodian each time each time prior to distribution is made in order to sell/convert the current investment, like mutual fund, into cash form? Thanks,Exchequer12 (Projected SEPP effective date – 1/2/2018).
2018-01-11 21:55, By: Exchequer12, IP: [220.127.116.11]
L2: One Custodian, 2 IRA plans Traditional and Roth – How to?
Deleted respons….. The question was answered by Alan S. in another post.
2018-01-14 16:46, By: Tanko, IP: [18.104.22.168]